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Microsoft

5,695 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 2,514 increasing their positions, 2,572 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,695
Holders Change
+14
Holders Change %
+0.25%
% of All Funds
76.32%
Holding in Top 10
3,093
Holding in Top 10 Change
+299
Holding in Top 10 Change %
+10.7%
% of All Funds
41.45%
New
230
Increased
2,514
Reduced
2,572
Closed
109
Calls
$57.8B
Puts
$45.7B
Net Calls
+$12.1B
Net Calls Change
+$11.9B
Name Holding Trade Value Shares
Change
Shares
Change %
AA
2026
Armis Advisers
Georgia
$18.4M +$2.43M +4,849 +15%
CAM
2027
Costello Asset Management
Pennsylvania
$18.4M -$234K -471 -1%
HWMO
2028
Heritage Wealth Management (Ohio)
Ohio
$18.4M -$310K -623 -2%
V
2029
VeraBank
Texas
$18.3M +$4.88M +9,818 +36%
DA
2030
Dover Advisors
Virginia
$18.3M -$731K -1,469 -4%
SAW
2031
Signal Advisors Wealth
Michigan
$18.3M +$5.03M +10,122 +38%
HW
2032
HORAN Wealth
Ohio
$18.3M +$18.3M +36,758 New
NC
2033
NBW Capital
Massachusetts
$18.3M -$147K -295 -0.8%
FAM
2034
Formidable Asset Management
Ohio
$18.3M +$130K +343 +0.7%
CBT
2035
Central Bank & Trust
Kentucky
$18.3M -$95.5K -192 -0.5%
TIP
2036
Torray Investment Partners
Maryland
$18.2M -$883K -1,775 -5%
PAIM
2037
Punch & Associates Investment Management
Minnesota
$18.2M +$760K +1,528 +4%
MFWM
2038
Motley Fool Wealth Management
Virginia
$18.2M -$2.9M -5,823 -14%
BFA
2039
Benedict Financial Advisors
Georgia
$18.2M -$377K -757 -2%
MMPW
2040
Mitchell McLeod Pugh & Williams
Alabama
$18.2M +$38.3K +77 +0.2%
IC
2041
Iconiq Capital
California
$18.2M +$1.52M +3,059 +9%
DIM
2042
DLK Investment Management
California
$18.1M -$47.8K -96 -0.3%
MFS
2043
Mirabella Financial Services
United Kingdom
$18.1M -$160M -320,256 -90%
DA
2044
DCM Advisors
New York
$18.1M +$1.08M +2,187 +6%
DFCM
2045
Dark Forest Capital Management
Puerto Rico
$18.1M +$2.83M +5,685 +19%
MPCL
2046
My Personal CFO LLC
Washington
$18.1M -$4.17M -8,392 -19%
KNW
2047
Kesler Norman & Wride
Utah
$18.1M +$132K +265 +0.7%
LAM
2048
L2 Asset Management
Massachusetts
$18.1M +$763K +1,534 +4%
BGC
2049
Beutel, Goodman & Co
Ontario, Canada
$18M -$1.04M -2,085 -5%
ACM
2050
Aljian Capital Management
Nevada
$18M -$1.13M -2,266 -6%